Consultants: Turn Client AI Requests Into Paid Engagements
Andra Vaduva
Founder, SafeSpace | LinkedIn Learning A
Your clients are asking about AI. Give them a reason to hire you.
“We need help with AI.” It’s an opening—but turning it into paid work takes more than suggesting tools or promising productivity gains.
You need to uncover a business problem worth solving, assess whether AI makes financial sense, and define an engagement your client understands the value of buying.
In this 90-minute workshop, you’ll work through one opportunity using our approach to workflow assessment, ROI, feasibility, and prioritization. Bring your own example or use our prepared case.
You’ll draft a one-page client recommendation covering the problem, expected costs and benefits, assumptions to validate, and proposed next step. Then you’ll translate that recommendation into a scoped advisory offer: what you would deliver and what the client would be paying for.
Leave with a practical structure for sharper discovery conversations, stronger proposals, and follow-on strategy, implementation, or adoption work.
What you’ll learn
Turn a client’s AI request into a draft business recommendation and a scoped advisory offer you can take into your next sales conversation.
Use guided discovery questions to turn “we need AI” into a specific business problem and a clear client decision.
Work through a client example to distinguish what belongs in a paid assessment, pilot, or implementation engagement.
Use a scoping template to draft your deliverables, boundaries, client inputs, and proposed next step.
Map one workflow to identify its volume, manual effort, recurring problems, and accountable owner.
Apply our assessment framework to check business value, data readiness, technical feasibility, and adoption barriers.
Identify the assumption most likely to change your recommendation and what evidence you need to test it.
Use a simple calculation template to estimate current workflow costs and the portion AI could realistically address.
Account for implementation, integration, human review, training, and ongoing operating costs.
Test how changes in adoption and performance affect expected return, separating released capacity from cash savings.
Use a one-page template to bring together the business problem, expected value, costs, and evidence gaps.
Recommend whether to proceed, pilot, or investigate further, with clear conditions for moving forward.
Learn how to explain your recommendation and address client objections through live review of selected examples.
Workshop agenda
Define the client problem · 10 minutes
Turn a broad AI request into a specific workflow problem. Introduce the case and select your own opportunity or follow ours.
Assess the opportunity · 20 minutes
Map the workflow and assess business value, data readiness, feasibility, and adoption barriers using guided prompts.
Work through the economics · 20 minutes
Estimate addressable benefits and full costs. Test the assumptions most likely to change your recommendation.
Draft the recommendation and paid scope · 25 minutes
Complete your one-page draft: recommendation, evidence gaps, and a proposed engagement with deliverables and boundaries.
Review selected examples and Q&A · 15 minutes
Discuss selected drafts, address common client objections, and clarify how to use the template in your next client conversation.
Learn directly from Andra
Andra Vaduva
AI Architect | MIT | SafeSpace founder | Microsoft/LinkedIn: 70K+ learners
Who this workshop is for
Independent consultants: Turn client questions about AI into a clear business case and a scoped, paid advisory engagement.
Fractional leaders: Help clients prioritize AI opportunities, justify budgets, and define the next phase of work.
Consulting firm professionals: Strengthen AI discovery, build credible proposals, and identify follow-on client work.
What's included
Live sessions
Learn directly from Andra Vaduva in a real-time, interactive format.
Live 90-minute working session
Follow a worked client example, apply the method to one opportunity, and ask questions throughout. We’ll review selected examples with the group.
Reusable client recommendation and scoping template
Use one template to draft the business problem, recommendation, evidence gaps, and proposed paid engagement—including deliverables, boundaries, and client inputs.
AI business case calculation worksheet
Estimate current workflow costs, potential benefits, implementation and operating costs, and payback. Make assumptions explicit and distinguish released capacity from cash savings.
Worked case study
See how a broad AI request becomes an assessed opportunity, a business recommendation, and a scoped next engagement. Keep the example as a reference for your own client work.
Learn from two senior AI leaders
Learn from two senior leaders bringing experience across AI, automation, CX, and operations. Get practical perspectives on evaluating opportunities, navigating adoption, and shaping client engagements.
Lifetime access
Go back to course content and recordings whenever you need to.
Access to paid content on I’m OK—You’re OK, our AI and business Substack
Get access to paid content on Andra's Substack, I’m OK—You’re OK, where she shares analysis of AI adoption, business judgment, and the realities of implementation—perspectives you can bring into your client conversations.
Certificate of completion
Receive a certificate of completion documenting your participation in the workshop. Share it on LinkedIn or include it in your professional development record.
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